V

Veritable Portfolio holdings

AUM $6.17B
1-Year Est. Return 16.27%
This Quarter Est. Return
1 Year Est. Return
+16.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.12B
AUM Growth
-$1.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
846
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$19.6M
3
+$19.6M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$12.9M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$10.8M

Top Sells

1
+$25.5M
2
+$18.6M
3
+$15.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$14.7M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$14.2M

Sector Composition

1 Technology 5.47%
2 Financials 4.47%
3 Healthcare 3.89%
4 Consumer Staples 2.99%
5 Communication Services 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.01M 0.17%
22,034
-1,000
77
$7.01M 0.17%
226,183
+72,720
78
$6.94M 0.17%
294,597
79
$6.75M 0.16%
+266,480
80
$6.54M 0.16%
142,796
-22,966
81
$6.5M 0.16%
108,060
-980
82
$6.47M 0.16%
+213,910
83
$6.43M 0.16%
148,605
-31,026
84
$6.36M 0.15%
107,847
+4,546
85
$6.17M 0.15%
113,245
+11,897
86
$6M 0.15%
282,562
-31,918
87
$5.85M 0.14%
98,610
-25,421
88
$5.76M 0.14%
50,435
+472
89
$5.64M 0.14%
115,654
-9,450
90
$5.6M 0.14%
67,722
-427
91
$5.56M 0.13%
844,280
-20,680
92
$5.55M 0.13%
114,935
-8,463
93
$5.31M 0.13%
140,148
-14,979
94
$5.27M 0.13%
55,060
-6,733
95
$5.03M 0.12%
17,638
-790
96
$5.02M 0.12%
24,754
-471
97
$4.92M 0.12%
33,162
-6,670
98
$4.91M 0.12%
+327,261
99
$4.74M 0.12%
138,885
-26,293
100
$4.7M 0.11%
52,147
-1,135
2 3
4
5 6